What To Do After Inheriting Money Near Retirement
You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it? When you’re nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement...
Can A Roth Conversion Increase Your Medicare Premiums?
You may know a Roth conversion can affect your taxes—but what about your Medicare premiums? In this episode, Catherine Magaña and Rachel Ivanovich break down the important connection between Medicare and Roth conversions. A Roth conversion increases taxable income,...
What Should You Know About Roth Conversion Taxes?
Would you ever choose to pay more in taxes today if it could put you in a better position tomorrow? That’s the question behind Roth conversion planning—and the answer isn’t always as simple as “pay less tax now.” In this episode of Savvy Women, Catherine Magaña and...
